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Paylocity

459 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 480459 (-21)

15% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 81

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$521K
JCM
252
J2 Capital Management
Michigan
$520K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K
YMRC
254
Yorktown Management & Research Company
Virginia
$503K
FPAS
255
Focus Partners Advisor Solutions
Missouri
$499K
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$499K
MCM
257
Moore Capital Management
New York
$498K
SAM
258
Securian Asset Management
Minnesota
$481K
IC
259
Inscription Capital
Texas
$477K
KF
260
Krilogy Financial
Missouri
$470K
EPW
261
Evolve Private Wealth
California
$464K
YDMI
262
Y.D. More Investments
Israel
$442K
NAM
263
NorthCrest Asset Manangement
Minnesota
$441K
LSPW
264
Lake Street Private Wealth
Illinois
$435K
CB
265
Commerce Bank
Missouri
$434K
FAMI
266
Fideuram Asset Management (Ireland)
$430K
QCM
267
Qsemble Capital Management
New York
$419K
MSE
268
MUFG Securities EMEA
United Kingdom
$418K
DT
269
Diversified Trust
Tennessee
$417K
AC
270
Armistice Capital
New York
$415K
AA
271
ALPS Advisors
Colorado
$413K
SGAM
272
Smith Group Asset Management
Texas
$405K
MC
273
Machina Capital
France
$401K
C
274
Certuity
Florida
$391K
VCM
275
Versant Capital Management
Arizona
$388K